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Charles P. Pierce, Jr.
Vice President

Charles P. Pierce, Jr. began his career in financial services in 1994. He has formerly worked at Comerica  Securities as both a bond trader and fixed income specialist as well as a Financial Consultant. He obtained additional portfolio management expertise while working for Merrill Lynch and gained insight into the insurance industry while  working for Mass Mutual. He is currently finishing the requirements for the Certified Financial Planner designation and he is a level III candidate for the Chartered Financial Analyst as well. Charles takes a comprehensive planning approach to assisting clients with their financial affairs and is proud of his work that is based on meeting client needs by providing value added counsel while incorporating the highest level of honesty and integrity.

Charles graduated from the University of Michigan with a B.A. in Economics and completed his M.B.A. from the University of Detroit.  He has also completed course work in financial planning at Oakland University. He and his wife live in Clarkston and love the challenges and rewards of raising their two children.  He is active in his Church, is a Troop Committee member with the Boy Scouts of America, enjoys general aviation and is an instrument rated pilot, and is a novice but enthusiastic woodworker.




Charles P. Pierce, Jr.

Midwest Financial Advisors

12900 Hall Road, Suite 415
Sterling Heights, MI 48313


Direct:
586.997.1112
Fax: 586.997.1115
E-mail: charles@midwestfa.com
   
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To learn more about the professional history of our financial advisor(s), please visit FINRA's BrokerCheck. *Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA / SIPC  and registered investment advisor. All other services including health and traditional insurance services are offrred thrugh Midwest Financial Advisors, not affiliated with SagePoint Financial or registered as a broker dealer or investment advisor. This communication is strictly intended for individuals residing in the states of AZ,MI,CT,KY and FL. No offers may be made or accepted from any resident outside the specific states referenced.
                                       
IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a sate by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.